Blog Full With Right Sidebar

More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly through social media, with an average gain of $4.6 million AUM annually...

Larkspur Executive Using Larkspur-RiXtrema Tools

Larkspur Executive Infographic

Daniel Satchkov

14 Nov 2018

Competition is getting ever tighter for financial advisors in the retirement plan space. With so much at stake, you cannot afford to use the same data and tools as everyone else. Your process is unique and you need unique tools to reflect...

Market Commentary

How will the 2018 Midterm Elections Affect You as a Financial Advisor?

Daniel Satchkov

13 Nov 2018

The big news in the US this November, which was accurately predicted by virtually every reputable pollster and pundit who prognosticates about US elections, is that the 116th congress will bring a divided government with the Democrats controlling the House of Representatives...

Risk Management Risk Tolerance Technical Advice

Ways to help 401k participants understand the risk of their portfolios

Daniel Satchkov

12 Nov 2018

One of the most obvious ways to look at the risk of portfolio is by checking its standard deviation. Standard deviation is a statistical measurement that sheds light on historical volatility. The higher standard deviation is the more risk a portfolio has....

5 Articles for the financial advisor weekend reading list: November 10-11, 2018

Daniel Satchkov

09 Nov 2018

Here are five suggested articles for financial advisors to read this weekend: 1. Benchmarking Target Date Funds Requires a Solid Baseline – Benchmarking Target Date Funds requires a solid baseline, an accurate peer group, and a knowledgeable retirement plan advisor. 2. DOL Wants Your Opinion...

Article Review Plan Participants

What do clients really wish their financial advisors would ask them?

Daniel Satchkov

08 Nov 2018

In a recent WealthManagement.com article, Matthew Regan wrote about some of the key questions that clients really wish their financial advisors would ask. Of course, most advisors are all asking the same “risk tolerance” and other standard questions: but what else are...

Blog Full With Right Sidebar

10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them

Larkspur Executive Infographic

How will the 2018 Midterm Elections Affect You as a Financial Advisor?

Ways to help 401k participants understand the risk of their portfolios

5 Articles for the financial advisor weekend reading list: November 10-11, 2018

What do clients really wish their financial advisors would ask them?

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